
Innovator U.S. Equity Power Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 199 institutional investors hold shares in this ETF, with total holdings valued at $736.2M. ALLIANCEBERNSTEIN L.P. is the largest holder with a position valued at $85.5M.
Overview of institutional ownership in POCT as of Q3 2025
Institutions with the largest positions in POCT as of Q3 2025
| Institution | Position Value |
|---|---|
ALLIANCEBERNSTEIN L.P. Long Only Manager | $85.5M 0.03% of portfolio |
$62.9M 0.36% of portfolio | |
Penserra Capital Management LLC ETF Provider | $62.2M 0.85% of portfolio |
HPM Partners LLC RIA/Wealth | $49.9M 0.08% of portfolio |
A Advisor Group Holdings, Inc. Institution | $30.1M 0.04% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $28.4M 0.04% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $24.2M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $15.6M 0.01% of portfolio |
L LPL Financial LLC Institution | $15.1M 0.00% of portfolio |
$14.0M 0.02% of portfolio |
Institutional buying and selling activity for POCT in Q3 2025
| Institution | Net Bought |
|---|---|
+$62.6M +1.5M shares | |
HPM Partners LLC RIA/Wealth | +$48.1M +1.1M shares |
ALLIANCEBERNSTEIN L.P. Long Only Manager | +$8.2M +190.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$7.7M +179.8K shares |
Kovitz Investment Group Partners, LLC RIA/Wealth | +$5.1M +117.5K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$4.9M +113.6K shares |
+$4.2M +97.1K shares | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$2.3M +52.7K shares |
T Triad Wealth Partners, LLC RIA/Wealth | +$1.7M +39.5K shares |
A ATRIA INVESTMENTS LLC Institution | +$1.7M +38.3K shares |
| Institution | Net Sold |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$14.5M −337.0K shares |
Soltis Investment Advisors LLC RIA/Wealth | −$9.8M −236.4K shares |
−$5.7M −136.7K shares | |
Advisory Alpha, LLC RIA/Wealth | −$3.3M −77.5K shares |
O OLD MISSION CAPITAL LLC Institution | −$2.5M −61.3K shares |
−$2.5M −58.3K shares | |
G Global Strategic Investment Solutions, LLC Institution | −$2.1M −48.6K shares |
A Advisor Group Holdings, Inc. Institution | −$1.8M −40.9K shares |
Farther Finance Advisors, LLC RIA/Wealth | −$1.6M −36.1K shares |
Advyzon Investment Management, LLC RIA/Wealth | −$1.5M −35.4K shares |
Institutions that initiated new positions or completely exited POCT in Q3 2025
| Institution | Position Value |
|---|---|
B Berger Financial Group, Inc RIA/Wealth | $921.3K 21.4K shares |
Krilogy Financial LLC RIA/Wealth | $886.0K 20.4K shares |
Foundations Investment Advisors, LLC RIA/Wealth | $701.9K 16.3K shares |
RIVERCHASE WEALTH MANAGEMENT, LLC RIA/Wealth | $373.9K 8.7K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | $351.5K 8.2K shares |
Sequent Planning LLC RIA/Wealth | $309.8K 7.2K shares |
LEIGH BALDWIN & CO., LLC RIA/Wealth | $237.2K 3.9K shares |
FSA Investment Group, LLC RIA/Wealth | $222.7K 5.2K shares |
| Institution | Previous Position |
|---|---|
Soltis Investment Advisors LLC RIA/Wealth | $9.8M 236.4K shares |
$5.7M 136.7K shares | |
O OLD MISSION CAPITAL LLC Institution | $2.5M 61.3K shares |
Frisch Financial Group, Inc. RIA/Wealth | $1.5M 36.5K shares |
O'Connor Financial Group LLC RIA/Wealth | $1.5M 36.0K shares |
Armis Advisers, LLC RIA/Wealth | $1.3M 31.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.2M 28.6K shares |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | $788.6K 19.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $677.7K 16.4K shares |
Summit Wealth Partners, LLC RIA/Wealth | $355.6K 8.6K shares |
Institutions with the largest Call and Put options positions in POCT as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with POCT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M Motiv8 Investments LLC RIA/Wealth | 3.99% $7.5M |
RED CRANE WEALTH MANAGEMENT, LLC RIA/Wealth | 2.17% $2.5M |
AA Financial Advisors, LLC RIA/Wealth | 1.72% $8.8M |
C Chris Bulman Inc Institution | 1.10% $2.2M |
Elmwood Wealth Management, Inc. RIA/Wealth | 1.05% $2.9M |
F FSA Advisors, Inc. Institution | 0.93% $1.1M |
WPWealth LLP RIA/Wealth | 0.91% $5.6M |
Penserra Capital Management LLC ETF Provider | 0.85% $62.2M |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | 0.83% $5.7M |
Southland Equity Partners LLC RIA/Wealth | 0.83% $4.0M |
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